+295.5%
SPGI vs CTSH
+18.8%
+276.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | -1.5% |
| 7D | -2.5% | -5.5% | +3.0% | +0.1% |
| 30D | +5.4% | +4.5% | +0.9% | +3.2% |
| 3M | +9.0% | +13.7% | -4.7% | +1.3% |
| 6M | +0.8% | -8.4% | +9.2% | +3.3% |
| YTD | -12.6% | -26.5% | +13.9% | -0.7% |
| 1Y | -16.1% | -13.9% | -2.2% | -12.1% |
| 3Y | +19.0% | -11.3% | +30.3% | +21.1% |
| 5Y | +5.1% | -14.8% | +19.9% | +6.7% |
| 10Y | +295.5% | +22.5% | +272.9% | +240.5% |
| All | +295.5% | +18.8% | +276.7% | +240.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CTSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling